CIK: 0000750641
申告総資産額
$43.5億
上位200銘柄を表示中（全500銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.85% | -2.09% | -1.95% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.99% | -0.95% | -0.31% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.69% | -0.20% | -3.35% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.66% | -0.05% | +314.08% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.53% | +0.19% | -1.35% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.53% | — | -1.26% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.94% | -0.03% | -7.74% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.80% | — | +499.13% | |
| 9 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.54% | — | +1.26% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.31% | +0.28% | +10.03% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.23% | — | +36.48% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.97% | — | -1.93% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.77% | -0.08% | -0.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.74% | -0.28% | +1.85% | |
| 15 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.32% | — | +3.20% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 1.30% | -0.22% | -2.49% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.05% | +3.42% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.14% | — | -11.63% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | -0.05% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.14% | — | -22.08% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.10% | -0.08% | +5.42% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.04% | — | +31.62% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | -0.14% | +6.98% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.98% | — | +2.06% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +6.14% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.16% | +2.12% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.10% | -24.70% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | -0.11% | +4.15% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | +0.16% | +1.89% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | — | -0.76% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | — | +6.56% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.59% | — | -2.50% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.59% | — | +0.87% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.08% | +25.56% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +2.45% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | — | +4.90% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.53% | — | +6.32% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +21.84% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +4.29% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | -3.53% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | -4.65% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +7.04% | |
| 43 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.49% | — | +11.95% | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.48% | — | -25.70% | |
| 45 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.48% | — | -0.86% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +20.50% | |
| 47 | SE | Sea Ltd-adr | 株式-通信サービス | 0.47% | — | -30.15% | |
| 48 | PLD | Prologis INC | 株式-不動産 | 0.47% | — | +3.62% | |
| 49 | WM | Waste Management INC | 株式-資本財 | 0.46% | — | +16.28% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.45% | — | -4.95% |